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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,785 | $196,972-71.2% | $182,262-68.8% | $198,609-71.4% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 14.92% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $8,143 | $5,364+51.8% | $5,046+61.4% | $5,055+61.1% |
| Participant deferral / active EE | $4,679 | $8,643-45.9% | $8,276-43.5% | $6,977-32.9% |
| Admin fee / account holder | $245 | $18,429-98.7% | $16,712-98.5% | $19,030-98.7% |